Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ICA GROUP WEALTH MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 1357 | 499,117,714 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SSGA | MF Closed and MF Open | 1651 | $15,243 | 144 | 0.00 | 144 | +Inf | 03-31-2024 | |
| INSPIRE MEDICAL | Common Stock | 1652 | $15,035 | 70 | 0.00 | 70 | +Inf | 03-31-2024 | |
| INVESTMENT MANAGERS | MF Closed and MF Open | 1653 | $15,027 | 625 | 0.00 | 625 | +Inf | 03-31-2024 | |
| COGNEX CORP | Common Stock | 1654 | $14,847 | 350 | 0.00 | 350 | +Inf | 03-31-2024 |
